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learning center  >  ACCOUNTING - UNOFFICIAL ACCOUNTS  >  Unofficial Accounts – Account Management  >  Managing Status Change Types

Unofficial Accounts

Manage Status

This option allows you to populate the Status Change Types drop-down list. These change types (possible change types are non-payment, customer request, etc.) explain why the account status is changing. 

Adding a Status Type

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, and then Unofficial Accounts.

3.     Before the Account list populates, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Account window opens.

5.   Within the Management ribbon group, click the lower half of the Account Status button to access a drop-down menu. From the menu, select Manage Status Types.

6.   The Account Status Change Types window opens. Click the field marked with an asterisk (*) (*), this row is used to add new records. Once you start typing, a new row displays above allowing you to add multiple items.

7.   Type the Change Type that explains why the account status is changing, for example, non-payment, customer request, rotation date, etc.

8.   Within the Actions ribbon group, click Save (to save and stay) to continue adding types or click Save & Close (to save and exit) to return to the Accounts list.

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Deleting a Status Type

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     Before the Account list populates, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Account window opens.

5.   Within the Management ribbon group, click the lower half of the Account Status button to access a drop-down menu. From the menu, select Manage Status Types.

6.   The Account Status Change Types window opens. There are two ways to delete a type:

·         Right-click the type to access a pop-up menu, and from the menu select Delete.

·         Highlight the row by clicking the name. Within the Actions ribbon group click the Delete button.

7.   Once you click Delete, a message box displays verifying that you really want to delete the type. Click Yes within the box to continue or No to cancel the operation.

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